Top wealth management financial advisors in Big Spring, TX
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might seek a wealth management advisor when you're juggling multiple financial goals like saving for retirement, managing property taxes, or planning for large purchases. Without focused expertise, it's easy to overlook how Texas's unique tax landscape—no state income tax but significant property and sales taxes—affects your overall financial picture.
- Tax-aware planning. Confirm how they integrate federal income, property, and sales taxes into your strategy, not just income tax.
- Asset coordination. Ask how they balance investments, real estate, and cash flow to align with your long-term goals.
- Risk management. Check their approach to protecting your wealth against market swings and unexpected expenses.
- Local market insight. See if they understand Big Spring's economic factors that could impact your financial plan.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Troy K
Series 63, Series 65
Midland, TX
Cetera
Troy Keel brings 24 years of experience in wealth management and specializes in tax-loss harvesting and retirement plans for business owners, which suits clients managing complex financial goals in the Texas tax environment. Operating from Midland, TX with Cetera, a large firm offering diverse portfolio management options, he provides flexible fee structures including flat fees and hourly consulting, distinguishing him from advisors with more limited service models.
Experience: 24 years
Avg account: $306,089
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Jimmy N
Series 63, Series 66
Big Spring, TX
Edward Jones
Jimmy Newsom offers wealth management expertise in Big Spring, TX, with 29 years of experience and Series 63 and 66 designations, supported by Edward Jones's extensive resources and $1.01 trillion AUM. His background includes involvement in land investment partnerships, providing insight into local economic factors, while his fee structure includes an AUM-based program fee up to 1.35% annually, distinguishing him from other advisors in the area.
Experience: 30 years
Avg account: $246,728
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Garrett G
Series 66
Big Spring, TX
Raymond James Financial
Garrett Gunn offers wealth management expertise in Big Spring, TX, with eight years of experience and a Series 66 designation, supporting clients through Raymond James Financial's tailored, non-discretionary planning approach. His flat-fee structure and background advising business owners and executives differentiate him from others, alongside his involvement in local community boards and specialized retirement plan consulting programs.
Experience: 8 years
Avg account: $700,796
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Steven S
CFP®, Series 63
Big Spring, TX
LPL Financial
Steven Stone's 36 years of experience and CFP® certification equip him to manage wealth effectively in Big Spring's unique tax environment, integrating strategies like tax-loss harvesting and retirement income planning. Affiliated with LPL Financial, a large national firm, he offers flat-fee financial planning up to $15,000, distinguishing him from advisors with hourly fees or smaller firm affiliations.
Experience: 36 years
Avg account: $399,489
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Tanya M
Series 63, Series 65
Midland, TX
Horizons Financial Planning
Tanya Mc Cann offers wealth management expertise with 44 years of experience and a focus on options and derivatives strategies, which can help navigate complex financial goals in the Texas tax environment. Based in nearby Midland, TX, she provides flat-fee and hourly planning options through Horizons Financial Planning, serving high net worth individuals and organizations with a blend of fundamental and technical analysis.
Experience: 44 years
Avg account: $1,010,258
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